MOEX:GAZP

Europe’s Gas Demand Implodes: LNG Imports to Plunge 20% by 2030, Russian Flows at Historic Lows

Europe’s gas use is projected to fall sharply, with the IEA forecasting a 10% drop by 2030 and IEEFA predicting a 15% decline. Russian pipeline gas now covers less than 10% of European demand, while U.S. LNG supplies 57% of LNG imports. EU ministers agreed in October to ban all Russian gas by 2027. European gas storage sits at 83% full, below the seasonal norm.

5 November 2025

Energy·MOEX:GAZP·Natural Gas

China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

Russia’s parliament ratified a new investment and trade treaty with China on Oct. 27, including the Power of Siberia-2 gas pipeline memorandum and plans to settle more trade in yuan and rubles. China’s Shanghai Composite and Hong Kong’s Hang Seng fell, while Russia’s MOEX rose. Bilateral trade reached $244.8 billion in 2024 but dropped 9% in early 2025. Oil and gold prices climbed following the announcement.

30 October 2025

MOEX:GAZP·MOEX:LKOH·MOEX:NVTK·MOEX:ROSN·Stock Market

GE Aerospace vs. Textron: Evaluating Aerospace & Defense Stock Prospects
March 20, 2026, 1:12 PM EDT. GE Aerospace and Textron Inc. are key competitors in the aerospace and defense industry, benefiting from rising air traffic and expanding U.S. defense budgets. GE Aerospace's strength lies in its engine platforms like LEAP, GEnx, and GE9X, securing over 500 engine wins at the 2025 Dubai Airshow and a $5 billion U.S. Air Force contract for F110 engines. The company plans substantial investments exceeding $2 billion by 2026 in MRO (Maintenance, Repair, and Overhaul) and manufacturing facilities. GE also increased dividends and authorized a $20 billion share buyback. Textron's Aviation unit saw 16.2% revenue growth in 2025 fueled by commercial air travel's recovery. Both firms face growth opportunities but differ in scale and strategic focus. Investors should weigh GE's broad engine portfolio and defense contracts against Textron's aviation segment momentum.